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Thematic Innovation Fund | Entering 2023 with a cautiously optimistic stance

January 24, 2023

“We expect volatility in the first half of 2023 and will take advantage of it to continue to improve the Fund’s risk-return profile.” — Jean-Pierre Chevalier


Key Takeaways:

  • US equities ended the year on a positive note with unexpectedly strong earnings across almost all sectors.
  • We are cautiously optimistic as we enter 2023.
  • We are maintaining our focus on dominant firms while gradually increasing our exposure to what we consider the themes of the decades to come.

Read the full article

 

 

 

Jean-Pierre Chevalier, CFA
Senior Director, Portfolio Manager, US Equities and Thematic Investing, iAIM

 

Topic : Portfolio Managers

Written by iAIM

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